FNWA

Financial Network Wealth Advisors Portfolio holdings

AUM $91.4M
1-Year Est. Return 12.5%
This Quarter Est. Return
1 Year Est. Return
+12.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.2M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$747K
3
+$719K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$694K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$689K

Top Sells

1
+$104K
2
+$84.8K
3
+$68.6K
4
BLK icon
Blackrock
BLK
+$59.6K
5
INDA icon
iShares MSCI India ETF
INDA
+$43.3K

Sector Composition

1 Technology 9.34%
2 Healthcare 4.94%
3 Financials 4.28%
4 Consumer Discretionary 4.11%
5 Industrials 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.59M 12.59%
322,897
+84,097
2
$2.32M 3.04%
10,437
+1,334
3
$2.27M 2.98%
28,208
+718
4
$2.21M 2.9%
50,019
+7,209
5
$1.78M 2.34%
35,220
+14,204
6
$1.58M 2.07%
30,842
+1,502
7
$1.43M 1.88%
39,291
+1,527
8
$1.42M 1.86%
3,771
+415
9
$1.41M 1.86%
27,671
+1,296
10
$1.39M 1.83%
2,481
+1,227
11
$1.15M 1.5%
3,666
+203
12
$1.02M 1.35%
9,221
+6,728
13
$1.02M 1.34%
11,128
+7,263
14
$1.01M 1.33%
45,078
+26,678
15
$934K 1.23%
1,753
+1,304
16
$848K 1.11%
4,045
+896
17
$838K 1.1%
10,094
+739
18
$708K 0.93%
5,954
+626
19
$690K 0.91%
7,232
+5,116
20
$650K 0.85%
6,285
+4,320
21
$643K 0.84%
16,328
+3,614
22
$607K 0.8%
18,691
+10,299
23
$590K 0.78%
+4,450
24
$586K 0.77%
25,496
+5,610
25
$539K 0.71%
22,678
+5,286
1
2 3 4 5